10/24/2012
RSM Tenon's 63 private-client advisers will have on average 100 clients each following this reduction, with the remainder (from 13,000) being serviced by the company's execution-only service.
10/23/2012
She joins from EFG Bank in Hong Kong
10/23/2012
He has worked in the role since September 2007.
10/23/2012
Mirabaud Asset Management continues to expand its sales and marketing activities.
10/22/2012
He is based in San Francisco and reports to Iain Silverthorne, a Partner and Wealth Advisor at the firm.
10/22/2012
Merrill Lynch Wealth Management has snapped up a Morgan Stanley advisor team managing about $2.5 billion in client assets to its Private Banking and Investments Group.
10/21/2012
He is currently KPMG’s head of government in the UK, a role he will keep on.
10/21/2012
Each will report to Annabel Bosman.
10/21/2012
Senior UBS banker shifts focus to wealth management
A senior UBS AG banker is shifting focus to wealth management
10/20/2012
UBS is to cut 3,000-5,000 jobs as part of cost-saving measures to offset falling profit, while rival Swiss bank Credit Suisse may announce 1,000-2,000 cuts, Der Sonntag newspaper reported.
10/18/2012
UBS is considering cuts in equities and fixed income as it trims its merger advisory staff
10/18/2012
They have been mandated to expand RBC Wealth Management’s reach into the Eastern European markets, including the CIS (Commonwealth of Independent States) region.
10/18/2012
The loan is secured, reducing the British bank’s risk, but so far it has sold down just $230 million of the loan, leaving $770 million on its books.
10/18/2012
Allstate CEO joins State Street board
He received a Master of Business Administration from the Kellogg School of Management at Northwestern University and a Bachelor of Science in Business Administration from the University of Michigan.
10/17/2012
He joins from Renaissance Capital in Moscow where he was the Group Head of Risk Management.
10/17/2012
Many senior advisers at brokerage arms of major banks say they are considering jumping ship for the first time, frustrated by problems plaguing their parent companies, from credit rating downgrades to staff cutbacks to bothersome technology changes.
10/17/2012
BNP Paribas Wealth Management Announces Key Appointments in Asia Pacific
BNP Paribas Wealth Management solidifies its Wealth Planning Solutions and Key Clients Group in Asia Pacific to strengthen its client-servicing capabilities.
10/17/2012
CBA wealth management appoints new GM of licensee services
She has more than 13 years industry experience, having previously worked at ipac, Skandia, BT and Count Financial.
10/17/2012
He joins from BlackRock, where he was a managing director and chief investment officer for charities.
10/17/2012
GREG Coffey, who spent decades investing money